Alternative Investments… Commodities Market Commentary, Investment Process, and the Passage of Time 29 Jun 2013November 15, 2013 Commodities Market Summary Energy: As measured by the S&P GSCI indices, energy lost 1.9% in May, natural gas lost 9.4%. WTI crude oil and brent crude oil markets continued to…
Financial Modeling… Fixed Income Portfolio Attribution Frameworks 22 Jun 2013August 26, 2025 Fund managers market their strategy products as that they are able to achieve consistent competitive performance through particular repetitive decision-making process; attribution is an extremely useful tool in verifying their…
Fixed Income… Unconstrained Bond Funds and Multi-Sector Bond Funds 18 Jun 2013August 26, 2025 *Data Source: Barclays Global Family of Indices, May 2013 Unconstrained Bond Funds Also called “go-anywhere” bond funds, unconstrained bond funds were introduced several years ago, when many U.S. fixed income…
Asset Allocation… Asset Allocation Funds 7 Jun 2013August 26, 2025 An asset allocation fund is a portfolio of mix of equity, fixed income securities, and cash equivalents; asset allocation funds have access to main asset classes exposure via one single investment.…